Value

I thought that, as a change of pace, I would write about where my inner investor is finding opportunities, instead of focusing on the daily gyrations of the stock market and whether it has found a short-term bottom, which is a topic I will cover in a post this weekend. The art of bottom fishing...

How would you evaluate a manager with this kind of 10-year investment performance? Terrific? Or Meh! It depends on when you got in. Sure, the 10 year numbers look terrific, but he is roughly flat with the benchmark over five years and he had a difficult 2015. What if I told you this...

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